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Planned Giving Guide
United Way works to advance the common good by creating oppotunities for a better life for all. The United Way Endowment perpetuates that work by building a permanent savings account for our future. The Endowment provides United Way the financial stability and flexibility to continue to create lasting solutions to our emerging health and human service needs, thus building a stronger, healthier, community for generations to come. Your best interest is also ours:
Take advantage of these great interest rates on a charitable gift annuity (CGA) before December 31 and enjoy tax benefits this year. A CGA provides you with fixed payments up to 10.5% and provides the community with your legacy of caring. Benefits include: • Guaranteed payments for life • Reduction in capital gains • Potential estate tax avoidance All while helping United Way of Miami-Dade advance the common good. To learn more, call 305-646-7012. How Adah Lives United Adah Jaffer has been giving to United Way for 72 years—making her our longest-giving contributor. More Q&A: 2009 Charitable IRA Legislation for Donors Aged 70½+ The opportunity to make a tax-free gift from your IRA to United Way of Miami-Dade is only available through Dec. 31, 2009, so please take a moment to review the questions and answers below to see whether this easy way to make a difference is right for you. More Estate Planning Wake-Up Call Gayle and Andy Smith thought they had plenty of time to draw up an estate plan. But then Gayle’s mother died unexpectedly, and that rang a bell. Maybe they weren’t immortal after all. Is your estate plan up-to-date? More Paperwork Cleanup Guide It's easy to know when to renew your driver's license or credit card—just look at the expiration date. But it's just as easy to let your will or living trust become outdated. Use this chart to help keep track of three essential estate planning documents everyone should have. More Organizing Your Estate Documents Keeping all your necessary estate planning paperwork in one place will help your heirs carry out your wishes when the time comes. Check this list to be sure everything is in order. More |
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